Q1 2019 Holdings
Filed 2019-05-14 | 505 holdings | $2.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| HCA Healthcare Inc(HCA) | Common | 40412C101 | $9.2K | 70,269 | 0.0% |
| Nutanix Inc A(NTNX) | Common | 67059N108 | $9.5K | 252,265 | 0.0% |
| Acorda Therapeutics Inc | Common | 00484M106 | $9.6K | 722,829 | 0.0% |
| SS&C Technologies Inc(SSNC) | Common | 78467J100 | $9.8K | 153,125 | 0.0% |
| Care.com Inc(CRCMGBP) | Common | 141633107 | $10.8K | 544,860 | 0.0% |
| Microstrategy Inc CL(MSTR) | Common | 594972408 | $10.8K | 74,790 | 0.0% |
| Welltower Inc(WELL) | Common | 95040Q104 | $12.0K | 155,120 | 0.0% |
| Ultragenyx Pharmaceutical Inc(RARE) | Common | 90400D108 | $12.3K | 178,008 | 0.0% |
| ELI Lilly & Co(LLY) | Common | 532457108 | $13.0K | 100,526 | 0.0% |
| Aerie Pharmaceuticals Inc(AERIEUR) | Common | 00771V108 | $13.1K | 275,689 | 0.0% |
| PTC Inc(PTC) | Common | 69370C100 | $13.9K | 150,846 | 0.0% |
| Solaris Oilfield Infrastructur(SEI) | Common | 83418M103 | $14.1K | 857,786 | 0.0% |
| Merck & Co Inc(MRK) | Common | 58933Y105 | $14.3K | 172,199 | 0.0% |
| Xilinx Inc(XLNXEUR) | Common | 983919101 | $14.9K | 117,120 | 0.0% |
| CME Group Inc(CME) | Common | 12572Q105 | $15.2K | 92,393 | 0.0% |
| Centene Corp del(CNC) | Common | 15135B101 | $16.0K | 300 | 0.0% |
| J P Morgan Chase & Co.(JPM) | Common | 46625H100 | $16.1K | 158,847 | 0.0% |
| Dowdupont Inc | Common | 26078J100 | $18.2K | 340,474 | 0.0% |
| Altair Engineering Inc A(ALTREUR) | Common | 021369103 | $19.1K | 518,894 | 0.0% |
| Novanta Inc(NOVT) | Common | 67000B104 | $20.7K | 244,631 | 0.0% |
| A.O. Smith Corp(AOS) | Common | 831865209 | $21.5K | 402,782 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | Common | 015351109 | $21.5K | 159,011 | 0.0% |
| Aspen Technology Inc(AZPNUSD) | Common | 045327103 | $22.4K | 215,181 | 0.0% |
| XPO Logistics Inc(XPO) | Common | 983793100 | $22.5K | 418,986 | 0.0% |
| Wayfair Inc CL A(W) | Common | 94419L101 | $22.9K | 154,265 | 0.0% |
| US Physical Therapy Inc(USPH) | Common | 90337L108 | $23.2K | 221,014 | 0.0% |
| Microchip Technology Inc.(MCHP) | Common | 595017104 | $24.1K | 290,614 | 0.0% |
| Nanostring Technologies Inc(NSTGEUR) | Common | 63009R109 | $24.9K | 1,039,495 | 0.0% |
| Signature Bank(SBNY) | Common | 82669G104 | $25.3K | 197,867 | 0.0% |
| Kratos Defense & Security Solu(KTOS) | Common | 50077B207 | $26.3K | 1,682,633 | 0.0% |
| Independent Bank Group Inc(IBTXUSD) | Common | 45384B106 | $26.8K | 523,304 | 0.0% |
| Petiq Inc(PETQEUR) | Common | 71639T106 | $27.8K | 885,719 | 0.0% |
| L3 Technologies Inc. | Common | 502413107 | $29.0K | 140,579 | 0.0% |
| Hubspot Inc(HUBS) | Common | 443573100 | $29.2K | 175,427 | 0.0% |
| Ebix Inc(EBIXEUR) | Common | 278715206 | $30.3K | 613,299 | 0.0% |
| Nike Inc CL B(NKE) | Common | 654106103 | $30.6K | 363,285 | 0.0% |
| Live Nation Entertainment(LYV) | Common | 538034109 | $30.7K | 482,702 | 0.0% |
| 2U Inc | Common | 90214J101 | $31.0K | 437,753 | 0.0% |
| Mercadolibre Inc(MELI) | Common | 58733R102 | $31.6K | 62,291 | 0.0% |
| SPS Commerce Inc(SPSC) | Common | 78463M107 | $32.2K | 303,634 | 0.0% |
| Roper Technologies Inc(ROP) | Common | 776696106 | $32.6K | 95,330 | 0.0% |
| Pros Holdings Inc(PRO) | Common | 74346Y103 | $32.7K | 774,351 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | Common | 75886F107 | $33.2K | 80,743 | 0.0% |
| AT&T Inc.(T) | Common | 00206R102 | $33.5K | 1,066,771 | 0.0% |
| Incyte Corporation(INCY) | Common | 45337C102 | $33.8K | 392,762 | 0.0% |
| Walmart Inc(WMT) | Common | 931142103 | $34.6K | 354,489 | 0.0% |
| Siteone Landscape Supply Inc(SITE) | Common | 82982L103 | $35.2K | 615,580 | 0.0% |
| TAL Education Group ADR(TAL) | Common | 874080104 | $35.6K | 987,125 | 0.0% |
| Irhythm Technologies Inc(IRTC) | Common | 450056106 | $35.9K | 479,396 | 0.0% |
| Dermira Inc(DERMEUR) | Common | 24983L104 | $36.3K | 2,676,365 | 0.0% |